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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,074 | $202,345-48.6% | $172,755-39.8% | $152,885-31.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.49% | 1029.77%-1012.3pp | 802.94%-785.4pp | 345.39%-327.9pp |
| Employer contribution / active EE | $4,000 | $5,858-31.7% | $5,144-22.2% | $4,763-16.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $837 | $17,111-95.1% | $13,955-94.0% | $11,598-92.8% |